CRM or Membership o something else entirely???
by loradaexplora - 5/29/13 4:24 AM
I am looking for some management software but it needs to do some specific function and I am not sure what category they fall in.
It is for a consortium and we want to have a preferred providers (sort of membership) and affiliate membership which have different requirements. We want the software to have an application process that includes submitting documents (such as insurance) that will then trigger an email to tell them when it is running out and that it needs renewing if they want to continue contracting with us. It would be able to tell us at any time who is up to date and current with all docs etc.
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